Projects
5 Selected cases
SANTANDER
A New Omnichannel Relationship Model for the Bank
We redesigned Banco Santander’s customer relationship model to better leverage each customer’s knowledge and context. We defined an omnichannel strategy that integrates contact planning, new visual and verbal branding, a modular “mobile-first” system, and automated, personalized processes powered by data and machine learning. We incorporated measurement and feedback systems to continuously optimize communications.
CRM & Loyalty
CX & Strategy
Data & Intelligence
Design Experience
Technology & Transformation
CAIXABANK
Modular and Scalable Model for 115 Journeys in Adobe Campaign
We designed a modular email template in Adobe Campaign to redesign CaixaBank’s 115 customer journeys. We created reusable HTML components, standardized the structure and visual hierarchy, and centralized assets in the DAM, reducing technical dependency and facilitating the maintenance, updating, and evolution of communications.
Technology & Transformation
MARKEL
Boosting Business Efficiency with Dynamics 365
Markel was managing its business operations with information scattered across Outlook, Sisnet, and other tools, making it difficult to coordinate between teams and gain visibility into the pipeline. We designed and implemented a CRM in Dynamics 365 as a single source of truth, integrating Outlook to consolidate contacts, calendars, and opportunities. We structured and automated the sales opportunity and renewal cycle, and created a scalable data architecture with unified dashboards to improve tracking and decision-making.
CRM & Loyalty
Data & Intelligence
Technology & Transformation
SANTANDER
Improving the Cross-Platform Experience Through a Common Identifier
Santander Universidades seeks to generate synergies to improve the user experience across its various digital platforms through the integration of a single identifier (One ID). The project focused on creating a common narrative and fostering strategic collaboration across departments, improving personalization and reducing friction when navigating between platforms, while optimizing user profiling to deliver an integrated, seamless experience.
CRM & Loyalty
Design Experience
Technology & Transformation
NATIONALE
Digitization of the Insurance Enrollment Process for Seniors
We developed an insurance calculator designed specifically for seniors, making it easier to get quotes and purchase policies. We assessed their needs and expectations, then designed an accessible and user-friendly tool, validating the solution with real users.
Design Experience
Technology & Transformation
AI Acceleration & Adoption